Sample estate — you're exploring David Richards' estate, a preview of what we're building.
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MFI — Estate dashboard · legal + tax (richer v4)
Springboard: 58-dashboard-v3. Richer: KEEPS sidebar + next-steps + items grid + Activity feed; ADDS an IHT-exposure summary tile (£560k vs £500k allowance → £60k taxable → ~£24k IHT) + a tax next-step. Tax = sienna track.
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Where your estate stands on inheritance tax
Most estates owe nothing — the first £500,000 is tax-free. Yours is a little above, so here's where it stands today. Nothing is owed now; this is only a guide.
computed against INHERIT · E&W Tax · reviewed: Stable
Estate value
£560,000
1 property · 12 items · accounts & pensions
Tax-free allowance
£500,000
£325k nil-rate + £175k residence band
Taxable slice
£60,000
the part above your allowance
Estimated IHT @ 40%
£24,000
before any planning
£500,000 within allowance £60,000 potentially taxable
💡 A tax adviser's planning (gifts, trusts, charitable relief) could reduce the £24,000 estimate by more than their fee — an estimated £18,400 saving. There's no rush, and you'll never be charged automatically. Review with a tax adviser →
Suggested next steps
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Add a beneficiary
You have 12 items but no one to leave them to yet. Who matters most?
Add someone →
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Add photos to 8 items
Photos improve AI valuations by up to 40%. Your Rolex would benefit most.
Start with Rolex →
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Your estate may owe £24k in tax
See how a STEP-accredited tax adviser's planning could reduce it — an estimated £18,400 saving.
See how planning helps →
Items (12)
▲ +8%
Rolex Submariner 116610LN
Watches · Luxury
£9,20091%
📚– flat
Book Collection (~200)
Books · First Editions
~£4,20061%
🪙▲ +3%
Gold Sovereign Collection
Coins · Precious Metals
£3,40083%
🕰– flat
Grandfather Clock
Clocks · Furniture
£1,80072%
🎸▲ +5%
Gibson Les Paul Standard
Musical Instruments
£1,65078%
🚂– flat
Hornby R3454
Model Railways
£28587%
Activity Mark all read
Today
Rolex identified as 116610LN
Submariner Date, 2016 production. Market trend: +8% this quarter.
14 min ago
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Estate crossed the £500k tax-free line
Adding the property put your estate £60k over the allowance — an estimated £24k IHT before planning.
1 hour ago
£
Comparable sale: Leica M6
Similar Leica M6 sold for £2,950 on eBay.
2 hours ago
Tip: gifts in the last 7 years
Gifts you made may affect the IHT estimate. A tax adviser can check this.
3 hours ago
Yesterday
Gibson identified as Les Paul
2019 Heritage Cherry Sunburst.
Yesterday, 4:22pm
📦
3 photos synced
Clock, guitar, Lowry print uploaded.
Yesterday, 4:18pm